SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 468 filers reported holding SPDR SERIES TRUST in Q4 2015. The put-call ratio across all filers is 0.43 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2015 | $11,211,000 | +780.7% | 152,389 | +764.3% | 1.28% | +301.6% |
| Q3 2015 | $1,273,000 | -39.8% | 17,631 | -36.5% | 0.32% | -38.3% |
| Q2 2015 | $2,115,000 | -8.9% | 27,751 | -6.5% | 0.52% | -9.5% |
| Q1 2015 | $2,322,000 | +116.0% | 29,693 | +117.6% | 0.57% | +110.7% |
| Q4 2014 | $1,075,000 | +98.3% | 13,644 | +88.5% | 0.27% | +54.0% |
| Q3 2014 | $542,000 | -3.6% | 7,239 | -1.3% | 0.18% | +2.3% |
| Q2 2014 | $562,000 | +2.7% | 7,338 | -1.3% | 0.17% | 0.0% |
| Q1 2014 | $547,000 | -1.8% | 7,438 | -2.9% | 0.17% | -7.5% |
| Q4 2013 | $557,000 | -77.0% | 7,664 | -78.2% | 0.19% | -80.2% |
| Q3 2013 | $2,425,000 | -28.6% | 35,169 | -31.3% | 0.94% | -41.5% |
| Q2 2013 | $3,394,000 | – | 51,194 | – | 1.61% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,858,029 | $187,438,000 | 27.28% |
| Stratford Consulting, LLC | 347,992 | $35,105,000 | 12.40% |
| O'Dell Group, LLC | 198,843 | $20,059,000 | 12.16% |
| Wolff Financial Management LLC | 145,042 | $14,632,000 | 11.26% |
| MARINO, STRAM & ASSOCIATES LLC | 148,967 | $15,028,000 | 11.01% |
| Jackson, Grant Investment Advisers, Inc. | 182,221 | $18,382,000 | 10.71% |
| Spectrum Asset Management, Inc. (NB/CA) | 153,317 | $15,467,000 | 9.71% |
| Osbon Capital Management LLC | 75,156 | $7,582,000 | 8.06% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 101,866 | $10,276,000 | 7.64% |
| CRA Financial Services, LLC | 122,399 | $12,348,000 | 7.42% |